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Women's CIRCLE

The Approach to Retirement Saving Isn’t Unisex

Cathy Schnaubelt
October 03, 2017

Women create, control and influence the investment of an enormous amount of wealth around the world. As more and more women become business owners and breadwinners, their financial power is exploding.

Investments

The Advantages of Investing in Premium Bonds

Dan Skolochenko
September 28, 2017

Investors are often put off by the idea of buying a premium bond, mistakenly believing that they’ll lose money on the investment. After all, they’ll be paying more than par for the bond but receiving only par when the bond matures.

Investments

Relating to Investment Risk

Bryan Reilly
September 26, 2017

Risk and return are inextricably linked, and potential returns are typically proportional to the risk an investor is willing to assume. Consequently, understanding risk is an essential component of long-term investment success.

Wealth Strategies

Creating Your Family Legacy—Key Principle #3: Developing the Rising Generation

Linda Beerman
September 21, 2017

This final part of the four-part Creating Your Family Legacy blog series focuses on the third of three key principles of legacy planning, “developing the rising generation.”

Investments

FOMC - No Rate Change, Balance Sheet Reduction to Begin Next Month

Gary Pzegeo, CFA
September 21, 2017

As expected, the FOMC left the target range for federal funds unchanged at 1.0% to 1.25% and announced that balance sheet reduction plans will commence next month

The Connection

Co-Investments: A Closer Look

Lester Duke, CFA
September 20, 2017

Also referred to as direct investing, this space is becoming a larger and more dynamic element of private market investing in recent years, and we believe the trend will accelerate over time.

Wealth Strategies

Creating Your Family Legacy—Key Principle #2: Evolving a Healthy Family Wealth Culture

Linda Beerman
September 06, 2017

This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.”

Firm News

Expanding Our Chicago Presence—Geneva Advisors Joins CIBC Atlantic Trust

Jack Markwalter
September 01, 2017

We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago

Wealth Strategies

Creating Your Family Legacy—Key Principle #1: Integrating Family Wealth Planning

Linda Beerman
August 29, 2017

This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.”

Investments

Is Inflation Whipped?

Dave Donabedian, CFA
August 24, 2017

In 1974, President Gerald Ford encouraged all Americans to wear "WIN" buttons (Whip Inflation Now) as a way to rally the country against the inflationary spiral that was causing major economic dislocations and rapidly rising interest rates. Fast forward to 2017, and today’s WIN button could stand for “Where’s Inflation Now?”

Wealth Strategies

Communication is the Key to a Healthy Family Wealth Culture

Ryan Christine Coulson
August 24, 2017

Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust.

Wealth Strategies

Creating Your Family Legacy: An Introduction to Legacy Planning

Linda Beerman
August 22, 2017

Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success.

Wealth Strategies

4 Things You Need to Do Before Leaving for a Big Trip

Cathy Schnaubelt
August 03, 2017

It’s unfortunate, but travel leaves your assets more vulnerable than you might think, so making financial plans in advance of your travel is crucial.

Investments

Recognizing the Value of Active Management

Dave Donabedian, CFA
August 02, 2017

Back in May, we started a discussion on active vs. passive investing and argued that there are many instances in which active management is likely to deliver better results.

Investments

Federal Reserve Leaves Rates and Balance Sheet Unchanged

Gary Pzegeo, CFA
August 01, 2017

The FOMC left its target range for federal funds unchanged at 1.0% to 1.25% and did not provide a launch date for its anticipated balance sheet reduction.

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